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IKSTX vs UVAIX
IKSTX vs UVAIX Comparison
Open Charts IKSTX vs UVAIX
Carret Kansas Tax Exempt Bond Fund A
Price$10.00
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets117.62M
Victory VA Bond Institutional
Price$10.08
Change-$0.03 (-0.30%)
VolumeN/A
Net Assets470.63M
IKSTX vs UVAIX Comparison Chart
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IKSTX vs. UVAIX commentary
May 22, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IKSTX is a Hold and UVAIX is a Hold.
FUNDAMENTALS
Fundamentals
UVAIX has more cash in the bank: 471M vs. IKSTX (118M). UVAIX pays higher dividends than IKSTX: UVAIX (3.13) vs IKSTX (1.95). IKSTX was incepted earlier than UVAIX: IKSTX (23 years) vs UVAIX (5 years). IKSTX (0.99) is less costly to investors than UVAIX (0.59). IKSTX is a more actively managed with annual turnover of: 10.00 vs. UVAIX (6.00). IKSTX has a lower initial minimum investment than UVAIX: IKSTX (5000) vs UVAIX (1000000). IKSTX annual gain was more profitable for investors over the last year : 2.37 vs. UVAIX (0.11).
| IKSTX | UVAIX | IKSTX / UVAIX | |
| Total Expense Ratio | 0.81 | 0.52 | 156% |
| Annual Report Gross Expense Ratio | 0.99 | 0.59 | 168% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 0.062 | -2.346 | -3% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 471M | 25% |
| Annual Yield % from dividends | 1.95 | 3.13 | 62% |
| Returns for 1 year | 2.37 | 0.11 | 2,128% |
| Returns for 3 years | 6.15 | 6.64 | 93% |
| Returns for 5 years | -2.02 | N/A | - |
| Returns for 10 years | 9.35 | N/A | - |
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